---
title: "Morningstar Q4 revenue grows 8.5% yr/yr"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275809606.md"
description: "Morningstar reported an 8.5% year-over-year revenue growth in Q4, with adjusted EPS rising 26.6%. The company repurchased 1.78 million shares for $385.3 million. Key growth drivers included Morningstar Credit, Direct Platform, and PitchBook, alongside AI integration. Operating expenses increased due to higher compensation costs. Analysts maintain a \"buy\" rating, with a median 12-month price target of $265, reflecting a potential 70.6% upside from its recent price of $155.35. The stock is currently trading at 14 times next year's earnings, down from a P/E of 21 three months ago."
datetime: "2026-02-12T21:23:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275809606.md)
  - [en](https://longbridge.com/en/news/275809606.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275809606.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275809606.md) | [繁體中文](https://longbridge.com/zh-HK/news/275809606.md)


# Morningstar Q4 revenue grows 8.5% yr/yr

)

Overview

-   Investment insights provider’s Q4 revenue grew 8.5% yr/yr
-   Adjusted EPS for Q4 rose 26.6% yr/yr
-   Company repurchased 1.78 mln shares for $385.3 mln in Q4

Outlook

-   Morningstar did not provide specific financial guidance for 2026

Result Drivers

-   SEGMENT GROWTH - Morningstar Credit, Morningstar Direct Platform, and PitchBook were key contributors to Q4 revenue growth
-   AI INTEGRATION - Co is using AI and new integrations with large language models to scale research and data moat
-   COMPENSATION COSTS - Higher Q4 operating expenses were driven by increased compensation costs, including severance expenses

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $641.10 $634.43

Revenue mln mln (2

Analysts

)

Q4 Beat $2.71 $2.30 (2

Adjusted Analysts

### EPS )

### Q4 EPS $2.83

Q4 Net $115.10

Income mln

### Q4 $159.60

Operatin mln

g Income

### Q4 24.90%

Operatin

g Margin

Analyst Coverage

-   The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 2 “strong buy” or “buy”, 1 “hold” and no “sell” or “strong sell”
-   The average consensus recommendation for the professional information services peer group is “buy”
-   Wall Street’s median 12-month price target for Morningstar Inc is $265.00, about 70.6% above its February 11 closing price of $155.35
-   The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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